Background & Experience
Trish has been with the Lifetime Group since 2005, originally through Camelot. Trish has more than $30 million of funds under management, which are invested both privately as well as through Business Superannuation and KiwiSaver funds. Trish is one of 34 Authorised Financial Advisers in New Plymouth. Trish is also a CERTIFIED FINANCIAL PLANNERCM practitioner, Chartered Life Underwriter and holds a Bachelor of Business Studies, which she obtained whilst employed by Camelot. Her clients range from businesses who require group saving and risk protection solutions, to individuals and families who wish to protect themselves and their financial futures. Born and raised in Taranaki, Trish has a huge pride and respect for the province and its people. She is committed to high standards of excellence and is a respected professional within the Taranaki team.